Happen, Inc.
HAPN- Exchange
- Nasdaq
- Industry
- Personal Credit Institutions
- SEC CIK
- 0001409970
In the last 90 days, Happen, Inc. insiders filed 0 open-market purchases and 9 sales; 245 institutions reported holding it in 13F filings for Q2 2026, worth $2.16B in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in Happen, Inc. as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 241
- +18 vs. Q2 2025
- Shares held
- 96.7M
- +4.94M (+5.4%) vs. Q2 2025
- Total value
- $1.47B
- +$365.3M (+33.1%) vs. Q2 2025
- New holders
- 51
- 78 more added
- Sold out
- 33
- 75 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HAPN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 245 | $2.16B |
| Q1 2026 | 248 | $1.48B |
| Q4 2025 | 256 | $1.80B |
| Q3 2025 | 241 | $1.47B |
| Q2 2025 | 226 | $1.11B |
| Q1 2025 | 235 | $919.6M |
| Q4 2024 | 238 | $1.41B |
| Q3 2024 | 210 | $963.6M |
| Q2 2024 | 198 | $711.5M |
| Q1 2024 | 180 | $743.9M |
| Q4 2023 | 172 | $715.6M |
| Q3 2023 | 185 | $491.9M |
| Q2 2023 | 175 | $802.5M |
| Q1 2023 | 195 | $603.5M |
| Q4 2022 | 209 | $759.7M |
| Q3 2022 | 212 | $945.7M |
| Q2 2022 | 206 | $999.7M |
| Q1 2022 | 214 | $1.36B |
| Q4 2021 | 224 | $1.96B |
| Q3 2021 | 202 | $2.27B |
| Q2 2021 | 161 | $1.46B |
| Q1 2021 | 160 | $1.33B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Happen, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Signaturefd, LLC | 1,778 | $27.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,745 | $27.0K | 0.00% | +138+8.6% | Added |
| Aster Capital Management (DIFC) Ltd | 1,728 | $26.2K | 0.01% | +1,728 | New |
| Public Employees Retirement System of Ohio | 1,545 | $23.5K | 0.00% | +44+2.9% | Added |
| Point72 Europe (London) LLP | 1,532 | $23.3K | 0.00% | +1,532 | New |
| Farther Finance Advisors, LLC | 1,525 | $23.2K | 0.00% | +139+10.0% | Added |
| Allworth Financial LP | 1,281 | $19.5K | 0.00% | +231+22.0% | Added |
| Parallel Advisors, LLC | 1,134 | $17.2K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,091 | $16.6K | 0.00% | +302+38.3% | Added |
| Smartleaf Asset Management LLC | 971 | $15.6K | 0.00% | +442+83.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,009 | $15.0K | 0.00% | +75+8.0% | Added |
| GAMMA Investing LLC | 963 | $14.6K | 0.00% | +21+2.2% | Added |
| US Bancorp | 851 | $12.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 833 | $12.7K | 0.00% | +833 | New |
| Caitong International Asset Management Co., Ltd | 680 | $10.3K | 0.01% | +680 | New |
| GPS Wealth Strategies Group, LLC | 650 | $9.87K | 0.00% | −100−13.3% | Reduced |
| Salem Investment Counselors Inc | 575 | $8.73K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 430 | $7.00K | 0.00% | −103−19.3% | Reduced |
| EverSource Wealth Advisors, LLC | 434 | $6.59K | 0.00% | +369+567.7% | Added |
| Fortitude Family Office, LLC | 424 | $6.44K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 344 | $5.22K | 0.00% | −39−10.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 275 | $4.18K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 260 | $3.95K | 0.00% | +260 | New |
| Rothschild Investment LLC | 235 | $3.57K | 0.00% | −80−25.4% | Reduced |
| Larson Financial Group LLC | 198 | $3.01K | 0.00% | −25−11.2% | Reduced |
| Bessemer Group Inc | 207 | $3.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 185 | $2.81K | 0.00% | +185 | New |
| Massmutual Trust Co FSB | 177 | $2.69K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 158 | $2.40K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 154 | $2.34K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 150 | $2.28K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 90 | $1.37K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 88 | $1.34K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 80 | $1.22K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 54 | $1.02K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 96 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 48 | $729 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 41 | $623 | 0.00% | +9+28.1% | Added |
| IFP Advisors, Inc | 36 | $547 | 0.00% | +36 | Added |
| Key Financial Inc | 10 | $149 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 10 | $0 | 0.00% | −6−37.5% | Reduced |
| Shell Asset Management Co | 0 | $0 | 0.00% | −384,137−100.0% | Sold out |
| rhino investment partners, Inc | 0 | $0 | 0.00% | −375,504−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −255,213−100.0% | Sold out |
| HarbourVest Partners LLC | 0 | $0 | 0.00% | −238,055−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −174,101−100.0% | Sold out |
| SummerHaven Investment Management, LLC | 0 | $0 | 0.00% | −92,061−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −68,712−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −67,680−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −63,090−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −39,773−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −38,047−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −37,695−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −35,500−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −32,964−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −32,396−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −26,983−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −25,461−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −21,226−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −20,472−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −16,800−100.0% | Sold out |
| Ursa Fund Management, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −14,648−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −14,648−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −11,331−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −10,081−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −10,050−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −4,416−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −545−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −482−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Copperwynd Financial, LLC | – | – | – | – | Not filed |
| Grassi Investment Management | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |